Institutional Ownership Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV). We have compiled data on the 640 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
35,285,610
shares
|
$1.46 Billion
3.22% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
32,965,845
shares
|
$1.36 Billion
0.46% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
18,514,362
shares
|
$765 Million
6.58% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,427,184
shares
|
$596 Million
6.31% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
10,881,716
shares
|
$450 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,636,123
shares
|
$316 Million
14.27% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,484,092
shares
|
$268 Million
11.09% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
6,328,129
shares
|
$261 Million
14.39% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,940,240
shares
|
$245 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,471,095
shares
|
$226 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,912,648
shares
|
$203 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
4,566,496
shares
|
$189 Million
29.1% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,468,171
shares
|
$143 Million
3.31% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
2,969,692
shares
|
$123 Million
30.86% of portfolio
|
Q4 2022
Reduced 1.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,910,296
shares
|
$120 Million
0.27% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,510,125
shares
|
$104 Million
0.23% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,474,894
shares
|
$102 Million
2.91% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,390,093
shares
|
$98.8 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,243,112
shares
|
$92.7 Million
8.34% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,121,390
shares
|
$87.7 Million
19.95% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,903,191
shares
|
$78.6 Million
1.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
1,836,455
shares
|
$75.9 Million
16.21% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,823,412
shares
|
$75.3 Million
2.08% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
1,790,104
shares
|
$74 Million
18.64% of portfolio
|
Q3 2022
Added 4.25%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,722,588
shares
|
$71.2 Million
9.55% of portfolio
|
Q3 2024
Added 3.43%
|